Job Responsibilities: 

• Analyze investment portfolios to assess performance, risk, and adherence to investment strategies and objectives. Prepare detailed reports on portfolio performance, including returns, risk metrics, and attribution analysis.
• Analyze portfolio changes and identify any irregularities that may negatively impact consolidation performance.
• Conducting in-depth analysis of financial statements by individual entities and investments. Provide regular performance and portfolio analysis for review with management.
• Assess post-investment performance for report to management include recommended action in case underperformance.
• Maintain and update investment databases and tracking systems. Ensure data accuracy and integrity for effective analysis and reporting.

Qualifications: 

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. A Master’s degree or relevant certification (e.g., CFA) is preferred.
• At least 3 years of experience in investment evaluation both pre and post investment analysis.
• Proficiency in financial modeling, valuation techniques, and investment analysis tools.
• Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively.
• Proficient in Microsoft Office, especially advanced Excel skills. Knowledge of SAP systems, Power BI, or digital tools is a plus.